Get the free Beneficiary Distribution Request *DRSD114B*

Clear FormDeferred Compensation Program (DCP)Send completed form to: Department of Retirement Systems Deferred Compensation Program PO Box 48380 Olympia, WA 985048380Beneficiary Distribution Requestdrs.wa.gov/dcp

How to fill out beneficiary distribution request drsd114b

How to fill out beneficiary distribution request drsd114b

1. Begin by downloading the beneficiary distribution request form DRSD114B from the official website or obtain a physical copy from the relevant institution.
2. Carefully read and understand the instructions provided on the form.
3. Fill in your personal information accurately, including your full name, address, contact details, and Social Security Number.
4. Provide the necessary details about the beneficiary for whom the distribution request is being made. This includes their full name, relationship to you, and their Social Security Number.
5. Specify the type and amount of distribution you are requesting for the beneficiary. This could include withdrawal of funds, transfer to another account, or any other applicable options.
6. If required, provide additional documentation or supporting evidence along with the form to support your beneficiary distribution request.
7. Review and double-check all the information filled in the form to ensure its accuracy and completeness.
8. Sign and date the beneficiary distribution request form.
9. Submit the completed form and any accompanying documents through the designated channels, such as mail or in-person submission at the relevant institution.
10. Keep a copy of the filled-out beneficiary distribution request form and any supporting documents for your records.

Who needs beneficiary distribution request drsd114b?

1. Beneficiaries or individuals who are entitled to receive distributions from a particular account or fund may need to fill out a beneficiary distribution request form DRSD114B. This form serves as a formal request to initiate the distribution process and ensure that the funds are transferred or withdrawn as per the beneficiary's request. Individuals who have been designated as beneficiaries for retirement accounts, insurance policies, trusts, or other investment accounts may need to fill out this form in order to receive their entitled benefits.

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What is beneficiary distribution request drsd114b?

The beneficiary distribution request drsd114b is a form used to request the distribution of benefits to designated beneficiaries from a retirement or pension plan.

Who is required to file beneficiary distribution request drsd114b?

The form must be filed by the plan administrator or fiduciary on behalf of the beneficiaries to facilitate the distribution of benefits.

How to fill out beneficiary distribution request drsd114b?

To fill out the form, provide the necessary personal information of the beneficiary, details about the retirement plan, and the specific distribution instructions as outlined in the form's guidelines.

What is the purpose of beneficiary distribution request drsd114b?

The purpose of the request is to formally initiate the distribution of benefits to beneficiaries in accordance with the plan's rules and regulations.

What information must be reported on beneficiary distribution request drsd114b?

The information that must be reported includes the beneficiary's full name, contact details, Social Security number, the plan number, and the amount requested for distribution.